Coastal Financial Advisors


Charitable Giving

Today many families want to enjoy the benefits of giving to their favorite charities in addition to establishing a family legacy.  Our philanthropic services are available to help you with your charitable goals. We can help you to:

  • Reduce your tax income burden
  • Identify the values that you want to perpetuate
  • Translate your values into a mission statement and program goals
  • Research funding needs and opportunities
  • Measure and evaluate projects

Our philanthropic service guides clients through the complexities of:

  • Donor Advised Funds
  • Charitable Remainder Trusts
  • Charitable Lead Trusts
  • Family Foundations

Aren’t philanthropic services for the wealthy? 

No, not necessarily.  There are many people with appreciated investments that can be used to make donations and reduce taxes.  Whether you have $1,000 or $1 million to donate, we find that people who are charitable can benefit from our services.

How does charitable giving help?

  • reduce your income tax burden
  • reduce or eliminate potential estate tax
  • donate appreciated property (stocks/mutual funds, real estate or a business interest) 
  • increase personal cash flow from low or non-income 
  • sell a business or parcel of real estate
  • receive a sudden increase in income (windfall)
  • benefit their community or support their favorite charity or cause

Our methods provide immediate tax benefits.  Keep in mind that charitable giving can be quite personal.  If you wish to remain anonymous with your donation, we can help.

Let’s talk and see what arrangement is best for you.

For more information on Coastal Financial Advisors and the services we provide,
please contact us directly by calling 732-686-2330, or by filling out our online form.


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Coastal Financial Advisors, 503 Casino Drive - Farmingdale NJ 07727 - Phone (732) 683-2330

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